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Thursday, May 1, 2025

[CNBC] Stocks rise after Microsoft, Meta post earnings beats: Live updates [Reuters] Yen slides as tariffs keep BOJ on hold, dollar steady [CNBC] Weekly jobless claims surge to 241,000, more than expected, in latest sign of economic trouble [Yahoo/Reuters] US announced job cuts decline in April, recruitment firm Challenger says [Yahoo/Reuters] US Treasury chief urges […]

Wednesday, April 30, 2025

[CNBC] Dow futures slide 300 points after data shows economy contracted last quarter: Live updates [Reuters] Oil prices down, poised for biggest monthly fall since 2021 [AP] U.S. economy shrinks 0.3% in first quarter as Trump trade wars disrupt business [CNBC] U.S. economy shrank 0.3% in the first quarter as Trump policy uncertainty weighed on […]

Eliminating Emotional Investment Mistakes with Process

This week, we’re joined by Keith McCullough, founder and CEO of Hedgeye Risk Management. Keith is a former hedge fund manager and a leading voice on building data-driven investment processes that take emotion out of decision making. In this conversation, we discuss: How top hedge fund managers approach risk and opportunity Thinking about money through a […]

Tuesday, April 29, 2025

[Yahoo/Bloomberg] Stock Futures Erase Gain After GM Freezes Buyback: Markets Wrap [Yahoo/Bloomberg] Oil Extends Drop as Trump’s Trade War Pummels Outlook for Demand [CNBC] 10-year Treasury yield climbs as investors look ahead to economic data [Yahoo/Reuters] Dollar limps along on U.S.-China trade standoff [Reuters] China ramps up global yuan push, seizing on retreating dollar [Axios] […]

Uncertainty

If you’re a student of irony, here’s one for you: Donald Trump seems to be delivering on Barack Obama’s campaign promises—hope and change. Trump’s approval ratings reflect hope. They’re very high. But the economy’s in a period of massive change, and its metrics and Americans’ expectations for economic performance in the near term are all […]

Monday, April 28, 2025

[Yahoo/Reuters] World stocks hang onto hope as trade talk confusion lingers [Yahoo/Bloomberg] Oil Steadies as Traders Await Next Moves in China, US-Iran Talks [Yahoo/Reuters] Amid Trump tariffs, China’s trade and economy tsar steps into spotlight [Yahoo/Bloomberg] Trump Floats New Income Tax Cut in Bid to Ease Tariffs Bite [AP] With China and the US at […]

Sunday, April 27, 2025

[Reuters] Wall St Week Ahead Big tech earnings, US jobs data highlight busy week for markets [Yahoo/Bloomberg] US economy was already sputtering before trade pain kicked in [Yahoo/Bloomberg] Private Credit’s Cracks Widened Before Turmoil [Reuters] IMF-World Bank meetings end with little tariff clarity, but economic foreboding [AP] Market turmoil has many afraid to check retirement […]

Satuday, April 26, 2025

[Yahoo/Bloomberg] US officials adopt ‘organized’ framework to handle trade talks [Yahoo/Reuters] Former Fed governor Warsh blasts US central bank for leaving its lane [Yahoo/Reuters] House GOP Drafts Cuts to Federal Employee Pension System [AP] Iran and the US hold hours of expert talks in Oman over Tehran’s rapidly advancing nuclear program [Bloomberg] India Says Troops […]

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